Balboa Wealth Partners - Portfolio overview

Balboa Wealth Partners has 461 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 7.29%
2. TSLA - TESLA INC, 7.25%
3. MSFT - MICROSOFT CORP, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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